{
  "@type": "agent",
  "id": "bookkeeping-monthly",
  "name": "Bookkeeping Monthly Closure",
  "label": "Bookkeeping close",
  "description": "Pulls all transactions from Mercury for the target month, categorizes each (contractor / software / payroll / marketing / ops / revenue / transfer / other), computes per-category and per-contractor totals, flags anomalies vs. prior months, and delivers a clean closure doc as a branded Google Doc. Replaces the 9+ manual bookkeeping tasks assigned in OPS each month.",
  "summary": "Bank transactions categorized into a monthly closure with contractor totals.",
  "deliverable": "A categorized monthly closure with contractor totals and variance flags.",
  "discipline": "ops",
  "for": [
    "agency"
  ],
  "model": "claude-haiku-4-5-20251001",
  "tier": "fast",
  "maxUsd": 1.5,
  "maxToolCalls": 20,
  "deliveryFormat": "docx",
  "requiredConnectors": [
    "mercury"
  ],
  "optionalConnectors": [],
  "prerequisites": [],
  "dashboards": [],
  "edges": {
    "out": [
      {
        "from": "agent:bookkeeping-monthly",
        "to": "discipline:ops",
        "kind": "agent_discipline"
      },
      {
        "from": "agent:bookkeeping-monthly",
        "to": "connector:mercury",
        "kind": "agent_requires"
      },
      {
        "from": "agent:bookkeeping-monthly",
        "to": "deliverable:docx",
        "kind": "agent_deliverable"
      }
    ],
    "in": []
  },
  "evidence": {
    "samples": [],
    "shipped": []
  },
  "page": "https://nexus.effiqs.com/agents/bookkeeping-monthly"
}
